Good data results in better long-term user adoption in
Microsoft Dynamics 365. One of the ways to get better data is to make sure your
data imports are well-planned. This prevents duplicate records, reduces
confusion and increases the likelihood of your Dynamics 365 implementation
success.
What we can do:
We can import data for you
into many record types, i.e. accounts, leads, opportunities and even
activities and cases.
Assist you with your data
mapping requirements
We can also help with
importing data into other entities. Please contact us for more information
This service includes
importing data into one record type of your choice.
Supported Systems
CRM Systems
Microsoft Dynamics CRM Online, Microsoft Dynamics CRM 2016, Microsoft Dynamics 365, Microsoft Dynamics 365 Online
Warning: A non-numeric value encountered in /var/www/store/public_html/appfinder/catalog/view/theme/megashop/template/product/product_related.tpl on line 8
Actions are messages that can be defined for an entity.
Out-of-the-box CRM provides a set of pre-defined messages for each entity (like
create, update, delete and others), but there can be ...
Dialogs
are a feature introduced in DynamicsCRM 2011. They provide a great way to standardise processes and ensure
specific information is routinely captured.
An
example of when a dia...
Create and send out Voice of the Customer for Microsoft
Dynamics 365 surveys to gain valuable feedback from your customers about your
products or services. Respondents can take your survey...
If you're looking to streamline your processes you should really consider integrating your ERP and CRM systems.This will help remove data silos in business and optimise operations to enhance efficienc...